Civic Intelligence

Undercroft Montessori School Inc

EIN 73-6099978 • 501(c)3 • Tulsa, OK

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Profile

Undercroft montessori school provides an authentic montessori education. We are committed to academic excellence, independence in thought and action, critical and collaborative thinking and compassion and respect for self, community and the world.

3745 S Hudson AveTulsa, OK 74135

www.undercroft.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

44th percentile

0.04x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$4,574,768

Up $336,995 (+8.0%) from 2018

Liabilities

Up

$185,966

Up $3,964 (+2.2%) from 2018

Net Assets

Up

$4,388,802

Up $333,031 (+8.2%) from 2018

Operations
Liabilities / Revenue46th percentileNet Margin44th percentile

Revenue

Up

$3,066,423

Up $719,121 (+31%) from 2018

Expenses

Up

$3,013,665

Up $780,831 (+35%) from 2018

Net Income

Down

$52,758

Down $61,710 (-54%) from 2018

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $4,691,739Liabilities 2011: $1,656,196Net Assets 2011: $3,035,5432011Assets 2012: $4,680,477Liabilities 2012: $1,553,026Net Assets 2012: $3,127,4512012Assets 2013: $4,512,443Liabilities 2013: $1,326,156Net Assets 2013: $3,186,2872013Assets 2014: $4,454,944Liabilities 2014: $1,043,764Net Assets 2014: $3,411,1802014Assets 2015: $4,532,710Liabilities 2015: $846,532Net Assets 2015: $3,686,1782015Assets 2016: $4,397,373Liabilities 2016: $532,431Net Assets 2016: $3,864,9422016Assets 2017: $4,126,099Liabilities 2017: $185,558Net Assets 2017: $3,940,5412017Assets 2018: $4,237,773Liabilities 2018: $182,002Net Assets 2018: $4,055,7712018Assets 2024: $4,574,768Liabilities 2024: $185,966Net Assets 2024: $4,388,8022024

Highlighted filing

2024

Assets$4,574,768
Liabilities$185,966
Net Assets$4,388,802
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2011: $1,805,805Expenses 2011: $1,750,625Net Income 2011: $55,1802011Revenue 2012: $1,985,455Expenses 2012: $1,893,489Net Income 2012: $91,9662012Expenses 2013: $1,913,3402013Revenue 2014: $2,162,374Expenses 2014: $1,938,677Net Income 2014: $223,6972014Revenue 2015: $2,275,730Expenses 2015: $2,000,917Net Income 2015: $274,8132015Revenue 2016: $2,325,240Expenses 2016: $2,146,334Net Income 2016: $178,9062016Revenue 2017: $2,257,498Expenses 2017: $2,182,967Net Income 2017: $74,5312017Revenue 2018: $2,347,302Expenses 2018: $2,232,834Net Income 2018: $114,4682018Revenue 2024: $3,066,423Expenses 2024: $3,013,665Net Income 2024: $52,7582024

Highlighted filing

2024

Revenue$3,066,423
Expenses$3,013,665
Net Income$52,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,574,768
Liabilities
$185,966
Net assets
$4,388,802
Revenue
$3,066,423
Expenses
$3,013,665
Net income
$52,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.57$0.19$4.39$3.07$3.01$0.05
2018Detailed filing. Detailed filing data is available for this year.$4.24$0.18$4.06$2.35$2.23$0.11
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.19$3.94$2.26$2.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.40$0.53$3.86$2.33$2.15$0.18
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.85$3.69$2.28$2.00$0.27
2014Detailed filing. Detailed filing data is available for this year.$4.45$1.04$3.41$2.16$1.94$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$1.33$3.19$1.91
2012Summary only. Only limited summary data is available for this year.$4.68$1.55$3.13$1.99$1.89$0.09
2011Summary only. Only limited summary data is available for this year.$4.69$1.66$3.04$1.81$1.75$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jun 4, 2025
Return Version
2023v6.0
Gross Receipts
$3,094,943
Mission and Program Overview

Mission

Undercroft montessori school provides an authentic montessori education. We are committed to academic excellence, independence in thought and action, critical and collaborative thinking and compassion and respect for self, community and the world.

Undercroft provides an authentic Montessori Education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,313,062$2,263,809▼ $49,253
Investments in Publicly Traded Securities-$1,600,364-
Cash and Non-Interest-Bearing Accounts$2,066,403$646,351▼ $1,420,052
Prepaid Expenses and Deferred Charges$27,999$30,538▲ $2,539
Accounts Receivable$10,165$18,359▲ $8,194
Investments Other Securities$13,800$15,347▲ $1,547
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$4,431,429$4,574,768▲ $143,339
Other Assets Total-$0-
Liabilities
Deferred Revenue$81,042$124,454▲ $43,412
Accounts Payable and Accrued Expenses$75,821$61,512▼ $14,309
Total Liabilities$156,863$185,966▲ $29,103
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,274,566$4,373,455▲ $98,889
Net Assets With Donor Restrictions-$15,347-
Total Net Assets Fund Balance$4,274,566$4,388,802▲ $114,236
Total Liabilities and Net Assets / Fund Balance$4,431,429$4,574,768▲ $143,339

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,018,231$2,045,220$4,063,451
Equipment$175,469$527,070$702,539
Other Land Buildings$34,005$426,168$460,173
Leasehold Improvements$13,451$139,634$153,085
Land$22,653-$22,653

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$13,800-▲ $1,638-$15,347
2022$12,577-▲ $1,223-$13,800
2021$14,862-▼ $2,285-$12,577
2020$11,687-▲ $3,175-$14,862
2019$11,347-▲ $340-$11,687
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Nancy A DavisExecutive DirectorFT$110,000$110,000
Sydney AtchisonBusiness OffcrFT$72,480$72,480

Board Members and Trustees

NameTitle
Robert ThomasPresident
Allison MeeksDirector
Barrie LambertonDirector
Becca PovlockDirector
Brett PalmerDirector
David DaughertyDirector
Erin RichDirector
Evie HoustonDirector
Heidi ShadidDirector
Jackie GriffinDirector
Katie SachseDirector
Melissa MoranDirector
Scott FerrisDirector
Shai KaiserDirector
Tess MerrifieldDirector
Zuri JonesDirector
Dave SherrySecretary
Vanessa RogersSecretary
Jogi MakhaniTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$100,003
Program Service Revenue
$2,917,650
Investment Income
$1,335
Other Revenue
$47,435
All Other Contributions
$100,003
Change in Net Assets
$52,758

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,066,332
Revenue Not Reported on Financial Statements
$91
Revenue Not Reported on Form 990
$28,197
Total Revenue per Audited Statements
$3,094,529
Total Revenue per Form 990
$3,066,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,295,300
Other Expenses$704,699
Total Fundraising Expense$19,203
Professional Fundraising Fees$13,666
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,352,899$403,681-$1,756,580
Other Employee Benefits$98,763$111,288-$210,051
Occupancy$163,472$28,659-$192,131
Current Officers, Directors, Trustees, and Key Employees$140,510$41,970-$182,480
Payroll Taxes$119,875$26,314-$146,189
Depreciation Depletion$107,411$20,684-$128,095
Insurance-$83,123-$83,123
Office Expenses$43,108$16,612-$59,720
Conferences and Meetings$24,538$933-$25,471
Other Expenses$17,206$2,185$5,537$17,206
Information Technology$12,018$4,674-$16,692
Fees for Services Professional Fundraising--$13,666$13,666
Fees for Services Accounting-$9,852-$9,852
Fees for Services Legal-$7,108-$7,108
Fees for Services Other-$6,587-$6,587
Advertising$3,969--$3,969
All Other Expenses-$3,350-$3,350
Fees for Service Investment Mgmnt Fees-$91-$91
Total Functional Expenses$2,227,351$767,111$19,203$3,013,665

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,041,104
Total Expenses per Form 990$3,013,665
Expenses per Audited Statements$3,013,574
Expenses Not Reported on Form 990$27,530
Expenses Not Reported on Financial Statements$91
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,965
Fundraising Direct Expenses$27,530
Professional Fundraising Fees$13,666

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
fUNDERRaiser$70,814$70,814$27,530$43,284
Total Events$70,814$70,814$27,530$43,284
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“All parents paying tuition each year are shareholders.”

Form 990, Part VI, Section B, Line 11B

“The board president and treasurer review the form 990 prior to signature of the executive director.”

Form 990, Part VI, Section B, Line 12C

“Any possible conflict of interest is reviewed at least annually by the board of directors and noted in the minutes at the monthly meetings. An employee who has a concern regarding an action concerning UMS's governance, finances, or compliance with all applicable laws and regulations should raise the concern with a supervisor or the head of the school. If for any reason the employee does not believe these channels of communication are adequate, the concern should be reported immediately to either the board president or the finance committee chair. Anonymous reports will be accepted, and all reports will be handled on a confidential basis. Mark envelope "to be opened by addressee only, personal and confidential" the board president or finance committee chair will coordinate the investigation and UMS will take appropriate action as it deems justifiable by the circumstances. The current contact information for the board president and finance committee chair is posted in the mail room next to the FMLA and USSERA posters.”

Form 990, Part VI, Section B, Line 15A

“The compensation of the top management officials and the head of school was determined based on the research by a specially designated search committee and regional statistics for each position.”

Form 990, Part VI, Section B, Line 15B

“The compensation of the top management officials and the head of school was determined based on the research by a specially designated search committee and regional statistics for each position.”

Form 990, Part VI, Section C, Line 19

“All documents are made available to the public upon request to the head of the school.”

Filing and Contact Details

Filer

Filer Name
Undercroft Montessori School Inc
EIN
73-6099978
Phone
9186622890
Address
3745 S Hudson Ave, Tulsa, OK 74135

Signing Officer

Name
Nancy A Davis
Title
Executive Director
Signed
2025-06-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy A Davis
Formed
1964
Legal Domicile
Ok
Voting Board Members
19
Independent Board Members
19
Employees
71
Volunteers
19

Preparer

Firm
Morse & Co PLLC
Address
6060 S American Plaza St E Ste 600, Tulsa, OK 74135
Preparer
Jason T Cobb
Phone
9187491040
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Organization has adopted the provisions of FASB Accounting Standards Codification Topic ASC 740-10-25 Accounting for Uncertainty in Income Taxes. The implementation of this standard had no impact on the financial statements. As of June 30, 2024, the unrecognized tax benefit accrual was zero.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Direct Fundraising Expenses $27530”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Direct Fundraising Expenses $27530”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0The operation of a Montessori Day School for ages 3 through 14 which services approximately 200 students from grades Pre-K through eighth grade. Educating children by developing independence, intrinsic motivation for learning, personal, and social responsibility, confidence and competence, and academic preparation, in order to maximize the potential of each student.
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